Who we work with; Solicitors, families and executors

Types of client

Whether you are a firm of Bridgend solicitors or a trustee in Porthcawl we are here to help.  There is no such thing as a typical client as everyone has their own specific needs and questions, we always seek to listen to our clients’ needs before suggesting a solution. However, here are some examples of the types of clients we can help.

We can meet face to face in our offices in Bridgend, Cardiff, Pontyclun and Pontypridd or virtually.

Cardiff and Bridgend Solicitors and other professionals

We offer taxation services to solicitors, will writers and other professionals.  We can assist in Inheritance Tax, Capital Gains Tax, HMRC negotiations and Income Tax matters.  Whether you require expert advice or just a second opinion we would be pleased to discuss matters with you.

We can provide the advice directly to you as the probate solicitor, leaving you to deal with matters directly with the client.

Individuals

When it comes to Wills, Probate and Lasting Powers of Attorney (LPAs) many people don’t know where to start.  We help and guide you through the process.  We will explain matters without jargon in a friendly uncomplicated manner.  We look to give you all the necessary information for you to make informed decisions and then action them.

Families

Sometimes families wish to make decisions collectively, maybe planning to pass on a family business, farm or wealth to relatives.  We can meet with you as a family to listen to your objectives and advise on Inheritance tax, Will planning and Capital Gains Tax.  We can explain the tax implications of transferring assets now and compare it to if they were to pass via a Will.  We will help you formulate a plan that you are comfortable with.

Executors

Many people agree to the role as executor to a will without really understanding the legal responsibility or work involved.  We can help you through each step of the process, either assisting you with all or just parts.  Maybe, you are struggling with understanding the Will, calculating the Inheritance tax or applying for Probate?  We can help with the burden.

Solicitors, individuals, families or executors, to find out more, get in touch or visit our services page.